MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
506 Views
SBI Insurance Group IPO: Riding Pets and Harleys to a Premium Multiple
SBI Insurance Group Co Ltd (7326 JP) is the insurance arm of Sbi Holdings (8473 JP), catering to the non-life, life and small amount short-term...
365 Views
With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
150 Views
The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
239 Views
No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
263 Views